SPG
OKLO

Strategic Planning Group’s Oklo OKLO Stock Holding History

Strategic Planning Group’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-98,878
Closed -$7.1M – 92
2025
Q4 		$7.1M Sell
98,878
-3,234
-3% -$361K 0.91% 45
2025
Q3 		$11.4M Sell
102,112
-50,566
-33% -$3.96M 1.54% 18
2025
Q2 		$8.55M Buy
152,678
+32,163
+27% +$1.24M 1.39% 21
2025
Q1 		$2.61M Sell
120,515
-24,798
-17% -$838K 0.51% 65
2024
Q4 		$3.09M Buy
+145,313
New +$2.82M 0.57% 58

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DE
Defiance ETFs New York $7.37B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Strategic Planning Group's OKLO Position: Q1 2026 in Review

Strategic Planning Group sold out of Oklo (OKLO) in Q1 2026, closing a stake of 98,878 shares — an estimated $7.1M sold.

Strategic Planning Group first reported a position in OKLO in Q4 2024 and held it in 5 quarters. The position peaked at $11.4M in Q3 2025. 678 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Strategic Planning Group reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
  • Strategic Planning Group sold 98,878 Oklo shares in Q1 2026, an estimated $7.1M.
  • Strategic Planning Group first reported a position in Oklo in Q4 2024 and held it in 5 quarters.
  • Strategic Planning Group's Oklo position peaked at $11.4M in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Strategic Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.